AI Infrastructure Leaderboard
Find your next opportunity in AI infrastructure. Explore the companies behind each layer of the data center, compare their funding, hiring and industry connections, and follow the sources to learn more.
Explore the interconnect and photonics layer, plus optical and quantum compute and photonics assembly and test equipment.
Companies: Photonics Interconnect
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| Company | What they do | Layer and segment | Funding status | Hiring | Standards and consortia | Grants | Patents, last 24 months | Explore further |
|---|
Where the money is going
Capital spending, private funding and grants
Capital expenditure, latest four reported quarters
Cash paid for property and equipment as each company reports it to the SEC. This is total spending, not only AI data centers, and it excludes assets taken on through finance leases.
| Company | Four quarters | Latest quarter | Source |
|---|---|---|---|
| Amazon Web Services | $173.0B | $54.2B to Jun 30, 2026 | AMAZON COM INC, Oct 27, 2026 |
| $132.4B | $44.9B to Jun 30, 2026 | Alphabet Inc., Oct 27, 2026 | |
| Microsoft | $115.9B | $35.8B to Jun 30, 2026 | Microsoft Corporation, Oct 27, 2026 |
| Meta | $104.4B | $33.9B to Sep 30, 2026 | Meta Platforms, Inc., Oct 27, 2026 |
| Oracle | $75.7B | $28.5B to Aug 31, 2026 | Oracle Corporation, Oct 27, 2026 |
| CoreWeave | $20.6B | $6.42B to Jun 30, 2026 | CoreWeave, Inc., Oct 27, 2026 |
| Applied Digital | $4.69B | $2.07B to Aug 31, 2026 | APPLIED DIGITAL CORPORATION, Oct 27, 2026 |
| TeraWulf | $2.23B | $855.6M to Jun 30, 2026 | TERAWULF INC., Oct 27, 2026 |
| Core Scientific | $1.48B | $565.0M to Jun 30, 2026 | Core Scientific, Inc./tx, Oct 27, 2026 |
| Cipher Mining | $1.23B | $410.3M to Jun 30, 2026 | Cipher Digital Inc., Oct 27, 2026 |
Fiscal quarters end on different dates for each company, so the four-quarter figures cover slightly different periods. A quarter is taken from the reported year-to-date amount less the prior year-to-date amount when no three-month figure is filed.
US private offerings by layer
Amount sold in reported US private offerings since Oct 27, 2024, for companies with a reviewed SEC lookup. Public-market funding and rounds outside these records are not included.
| Layer | Amount sold | Filers | Reviewed lookups |
|---|---|---|---|
| Compute | $55.9M | 2 | 34 of 37 |
| Memory and packaging | $40.3M | 1 | 10 of 12 |
| Interconnect and photonics | $899.1M | 9 | 165 of 174 |
| Power | No filings | 0 | 20 of 22 |
| Cooling and thermal | $65.0M | 1 | 17 of 17 |
| Facilities and developers | $6.99B | 2 | 21 of 24 |
| Operators and demand | No filings | 0 | 19 of 19 |
| Enablers | $4.2M | 1 | 68 of 72 |
Grants to indexed companies
Grant totals count only companies in this leaderboard. An award is attached to a company by its own website address or by a recipient name we reviewed, never by a similar name.
Companies with the most public signals, by layer
Explore up to 10 companies per layer with evidence across five categories: funding (company-announced rounds, public listing events or US private offerings), hiring, standards memberships, grants and patents. Each category counts once; ties use the amount sold in US private offerings. The full table for every layer is below.
Compute (37 companies)
- PsiQuantumOptical and quantum computeUS private offering $22.0M, May 30, 202579 open rolesCHIPS award: $100.0M, Sep 8, 202634 US patents granted in 24 months
- IntelAccelerators and processors792 open rolesCW-WDM MSALPO MSAUCIe ConsortiumUltra Ethernet ConsortiumCHIPS award: $7.87B, Nov 26, 20241730 US patents granted in 24 months
- FuriosaAIAccelerators and processors
- AMDAccelerators and processors1,265 open rolesAI AllianceCW-WDM MSACXL ConsortiumEBO MSAJEDECKhronos GroupLPO MSAMIPI AllianceOIFOpen Compute ProjectOpenMP Architecture Review BoardPCI-SIGPKI ConsortiumResponsible Business AllianceUALink ConsortiumUCIe ConsortiumUEFI ForumUltra Ethernet Consortium420 US patents granted in 24 months
- d-MatrixAccelerators and processors
- LightelligenceOptical and quantum compute
- Microchip TechnologyAnalog and mixed-signal semiconductorsOIFUltra Ethernet ConsortiumCHIPS preliminary terms: $162.0M, Jan 4, 202486 US patents granted in 24 months
- SambaNova SystemsAccelerators and processors
- AlteraAccelerators and processorsLPO MSA35 US patents granted in 24 months
- ArmAccelerators and processors
Memory and packaging (12 companies)
- Micron TechnologyMemory and storageUltra Ethernet ConsortiumCHIPS award: $6.17B, Dec 10, 2024CHIPS award: $275.0M, Jun 12, 20251550 US patents granted in 24 months
- Samsung SemiconductorMemory and storageCHIPS award: $4.75B, Dec 20, 20241997 US patents granted in 24 months
- SK hynixMemory and storageCHIPS award: $458.0M, Dec 19, 2024955 US patents granted in 24 months
- TSMCFoundry and advanced packaging
- KioxiaMemory and storage
- Amkor TechnologyFoundry and advanced packaging
- GlobalFoundriesFoundry and advanced packaging
- IbidenFoundry and advanced packaging2 US patents granted in 24 months
- SolidigmMemory and storageUltra Ethernet Consortium0 US patents granted in 24 months
- ASE Technology HoldingFoundry and advanced packagingNo signal captured yet
Interconnect and photonics (174 companies)
- AttoTudeOptical interconnect and CPO
- Point2 TechnologyElectrical interconnect and SerDesSeries B total after extension: USD 136.0M, Aug 10, 2026US private offering $62.6M, Jun 26, 20261 open rolesOIF1 US patents granted in 24 months
- AvicenaOptical interconnect and CPOSeries B: USD 65.0M, May 14, 2025OIFSBIR Phase II: $989K, Sep 1, 202218 US patents granted in 24 months
- EliyanElectrical interconnect and SerDes
- LightmatterOptical interconnect and CPO
- QuintessentLasers and light sourcesSeries A: USD 40.0M, Aug 24, 2026CW-WDM MSAOIFSBIR Phase II – Direct to Phase II: $1.8M, Dec 1, 20216 US patents granted in 24 months
- Xscape PhotonicsOptical interconnect and CPOSeries A extension: USD 37.0M, Mar 11, 202613 open rolesCW-WDM MSAEBO MSAOIF1 US patents granted in 24 months
- HyperLightModulators
- AdtranNetworking silicon and systems
- Ayar LabsOptical interconnect and CPO
Power (22 companies)
- Bloom EnergyOn-site power and storage204 open roles50 US patents granted in 24 months
- Delta ElectronicsElectrical equipment and distributionOIF129 US patents granted in 24 months
- Fluence EnergyOn-site power and storage93 open roles8 US patents granted in 24 months
- OkloGeneration and fuel78 open roles5 US patents granted in 24 months
- X-energyGeneration and fuel107 open roles4 US patents granted in 24 months
- ABBElectrical equipment and distribution
- CumminsOn-site power and storage35 US patents granted in 24 months
- GE VernovaGeneration and fuel
- Hitachi EnergyElectrical equipment and distribution118 US patents granted in 24 months
- Kairos PowerGeneration and fuel
Cooling and thermal (17 companies)
- JetCool TechnologiesLiquid cooling18 open rolesSBIR Phase I: $295K, Sep 26, 2023SBIR Phase II: $970K, Sep 26, 20236 US patents granted in 24 months
- AccelsiusLiquid coolingUS private offering $65.0M, Jan 13, 20263 US patents granted in 24 months
- Johnson ControlsThermal management and HVAC2,757 open roles1 US patents granted in 24 months
- Auras TechnologyThermal management and HVAC14 US patents granted in 24 months
- Carrier GlobalThermal management and HVAC
- CoolIT SystemsLiquid cooling7 US patents granted in 24 months
- ModineThermal management and HVAC5 US patents granted in 24 months
- MotivairLiquid cooling1 US patents granted in 24 months
- SubmerLiquid cooling
- Trane TechnologiesThermal management and HVAC
Facilities and developers (24 companies)
- CoreWeaveNeoclouds and GPU clouds315 open roles2 US patents granted in 24 months
- CrusoeNeoclouds and GPU clouds
- FluidstackNeoclouds and GPU clouds
- Aligned Data CentersData center developers and operators
- Cipher MiningData center developers and operators
- Core ScientificData center developers and operators4 US patents granted in 24 months
- CyrusOneData center developers and operators
- EquinixData center developers and operators9 US patents granted in 24 months
- Galaxy DigitalData center developers and operators
- LambdaNeoclouds and GPU clouds
Operators and demand (19 companies)
- Alibaba GroupHyperscalers and cloud providers
- China TelecomTelecom network operatorsOIF13 US patents granted in 24 months
- GoogleHyperscalers and cloud providers
- Mistral AIAI labs224 open roles4 US patents granted in 24 months
- AnthropicAI labs
- ByteDancePlatform and consumer technology
- FiberCopTelecom network operators
- IBMHyperscalers and cloud providers
- MetaHyperscalers and cloud providers
- MicrosoftHyperscalers and cloud providers
Enablers (72 companies)
- Cadence Design SystemsEDA and design software
- JabilManufacturing services
- KeysightTest and measurement
- Viavi SolutionsTest and measurement
- AGCMaterialsOIF25 US patents granted in 24 months
- AnritsuTest and measurementOIF25 US patents granted in 24 months
- Applied MaterialsSemiconductor equipmentCHIPS award: $100.0M, Jan 16, 2025243 US patents granted in 24 months
- DexerialsMaterialsOIF7 US patents granted in 24 months
- EntegrisMaterialsCHIPS award: $77.0M, Dec 5, 202417 US patents granted in 24 months
- EXFOTest and measurement
Sources you can explore
Explore company filings, public job boards, government awards and standards organizations through the links beside each signal. A missing figure means there is no confirmed value to show; it does not mean zero activity.
Coverage and definitions
Funding. Company-announced rounds show the amount and date of each sourced event. They are displayed separately from SEC offerings, because the same financing may appear in both. Listing events identify the issuing entity and link to company and exchange announcements. A listed group can include subsidiaries that are not themselves listed. US private offering amounts are the amount sold in SEC filings since Oct 27, 2024, using the latest amendment of each offering. They cover companies with a confirmed SEC identity and are not total funding. A company is shown as an SEC registrant, with its ticker and CIK, only when SEC's own ticker file lists its reviewed CIK; public companies rarely file Form D. A company not matched to an SEC filer may still be listed or raise funding elsewhere.
Hiring and memberships. Role counts cover supported public boards linked from company careers pages. Memberships include the OIF, LPO MSA, Ultra Ethernet Consortium and EBO MSA lists, UCIe promoter members, and individual relationships documented by companies or standards organizations. Each source link identifies the relationship; individual entries do not imply a complete membership directory. Previously listed memberships retain the date they were last confirmed. Other memberships and job openings may exist beyond this coverage.
Grants and patents. Grant recipients match the company website or a confirmed recipient name. US patent grants and published applications cover the last 24 months, exact confirmed applicant names and the CPC technology classes of each layer. CHIPS final awards and preliminary terms are separate; Horizon Europe amounts stay in euros.
Capital spending. SEC cash purchases of property and equipment cover each company's total spending, rather than AI infrastructure alone. Fiscal quarters can end on different dates, and finance leases are excluded.